【Company Research】Glodon (002410 CH) – 1Q22 beat, cash flow fluctuations manageable |
【Company Research】ZTE (763 HK) – Strong 1Q22 results; continuing improvement in operation and business development |
【Company Research】Innolight (300308 CH) – Strong 4Q21/1Q22 results; Reiterate BUY |
【Company Research】CTGDF (601888 CH) – 1Q22 below market although GPM rebounded on strong 2M22 momentum; keep Hold on fluid COVID situation |
【Sector Research】China Financials Weekly – Deposit rate cuts to support NIM |
【Sector Research】China Property/PM Sector – If we could build mansions to put smiles on faces of all in need |
【Sector Research】China Project Management Sector – How are we different from the market? |
【Company Research】Jinxin Fertility (1951 HK) – Acquisition of two IVF hospitals to enhance ARS network in southwest China |
【Company Research】Great Wall Motor (2333 HK) – 1Q22 earnings beat on vehicle upscaling |
【Company Research】SANY Heavy Industry (600031 CH) – 2021 results: Big miss on a surprising net loss in 4Q21; Yet to see meaningful recovery in the near term |